Episode 627
627-Asset Protection Planning for Mere Mortals - Part 9 - Health and Education Account Exemption Planning
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
February 18, 201932m 55s
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Show Notes
Today, we continue the Asset Protection series with an in-depth look at health and education accounts. Specifically, we cover:
- Health Savings Accounts / Medical Savings Accounts
- Flexible Spending Accounts
- Health Reimbursement Arrangements
- Qualified Tuition Programs (529 Plans)
- Coverdell Educational Savings Accounts
- UTMA / UGMA accounts